J & F PETERS LLC
BOYNTON BEACH, FLORIDA

J & F PETERS LLC, BOYNTON BEACH

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. John has assisted individual and corporate investors for three decades, beginning in 1983 with Manley, Bennett, McDonald, & Co. which later became part of Thomson McKinnon Securities. He joined Roney & Co., now part of Raymond James & Associates in 1989. John focuses on helping clients manage the life transitions they face--retirement planning, charitable planning, education planning, and estate planning. John provides wealth management advisement services focused on risk management to enhance and ensure the affluent client's plans for present and future generations. John has been quoted at length in business publications such as Ticker, and has been featured in the business segments on local television stations. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. We are a diverse team, united behind our clients’ goals and driven to help them achieve financial success. Our experience helps us seamlessly integrate with your company, complementing your strengths and incorporating our own gained from years of experience. Working with any of us means you have an office of intellectual capital behind your institution, leveraging our collective experience to provide sound, comprehensive financial guidance. My commitment to provide individualized service with unwavering attention has allowed me to build strong personal relationships with generations of families. We become a lifelong resource to our clients, work with them to help preserve and grow their wealth, and create plans to protect their legacies for their family. The financial strategy we develop works to help all other future life plans fall into place. Taking a collaborative approach and utilizing the full bandwidth of our team’s knowledge and experience, we help institutions to navigate evolving markets and stay angled toward long-term success and sustainability. We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial services company. While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity. The firm’s culture of independence allows us to work closely with you to create custom solutions to your short- and long-term financial challenges. We’re honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you. I can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals. Business Owners Unique solutions for business owners and entrepreneurs. Helping you manage your financial success. Helping physicians address their unique needs. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Raymond James Investor Access is an online service that provides you with secure and convenient access to your accounts, statements, trade confirmations, and tax reporting documents. Clients with a Raymond James brokerage account are eligible for this service.

KEY FACTS ABOUT J & F PETERS LLC

Company name
J & F PETERS LLC
Status
Active
Filed Number
L14000060118
FEI Number
46-5368583
Date of Incorporation
April 11, 2014
Age - 11 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://jfpeters.com
Phones
(248) 540-3733
(248) 540-4217
(800) 544-8754
(877) 752-2237
(866) 860-5542

J & F PETERS LLC NEAR ME

Principal Address
10568 RICHFIELD WAY,
BOYNTON BEACH,
FL,
33437

See Also

Officers and Directors

The J & F PETERS LLC managed by the two persons from BOYNTON BEACH on following positions: Manager, Authorized Member

James W Peters

Position
Manager Active
From
BOYNTON BEACH, 33437

Frances E Peters

Position
Authorized Member Active
From
BOYNTON BEACH, 33437





Registered Agent is Dana Janke

From
PALM CITY, 34990

Annual Reports

2024
January 29, 2024
2023
February 1, 2023